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Portfolio (Quarterly) Guide ↗

Shulman DeMeo Asset Management LLC

· CIK 0001767070
13F Portfolio $471M AUM 140 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 7 Added 68 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 157,720.0 $2.5M 0.54% +112K +241.9% $16.07 +11.2%
2 VOOV VANGUARD ADMIRAL FDS INC 2,448.0 $499K 0.11% +105.0 +4.5% $203.78 +7.6%
3 FPE FIRST TR EXCH TRADED FD III 27,291.0 $484K 0.10% +5K +24.9% $17.75 +1.2%
4 PFE PFIZER INC Healthcare 16,608.0 $466K 0.10% +94.0 +0.6% $28.08 -12.0%
5 PEP PEPSICO INC Consumer Defensive 1,909.0 $296K 0.06% +31.0 +1.6% $155.29 -8.5%
6 USB US BANCORP Financial Services 5,515.0 $287K 0.06% +36.0 +0.7% $52.01 +15.5%
7 ORCL ORACLE CORP Technology 1,671.0 $246K 0.05% +20.0 +1.2% $147.09 +12.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 83.6%
Technology 6.4%
Communication Services 1.8%
Consumer Defensive 1.7%
Healthcare 1.7%
Consumer Cyclical 1.6%
Industrials 1.3%
Energy 1.1%
Utilities 0.7%
Real Estate 0.1%